Plug Power - Brennstoffzellen

nächsten 3 - 5 Jahren  

immer noch ??
Der Kurs sinkt !!  

andy sagt gleich nochmal was..  

fragerunde jetzt..
andy wurde darauf angesprochen welch neuer Kunde..
er nannte die Deckdaten aber leider nicht welches unternehmen.
ein was weltweit unterwegs ist und eins was mehrere Center in US hat...
mehr dazu demnächst sagte andy...  

 

Rücken immer näher :-)  

Wenn das alles war, dann ist es ja nichts neues! Nur heiße Luft.
Die 500 Mio. sind ja nicht neu, auch wenn ein Jahr früher.
Kurs ist auch von Beginn der Konferenz bis jetzt von 2,53 wieder auf 2,42 $ gefallen.  

Andy Randy scheint wirklich nichts aus alten Fehlern zu lernen!
Die Konferenz hätte er sich sparen können.
Fakten zählen! Fakten! Fakten!  

cel ist ne wurst...
klink mich wieder bis zu den nächsten zahlen aus...  

dieses Spiel hier einfach nur dazu dient sich nach den Zahlen so niedrig wie möglich einzudecken. Anschließend durch eine News Meldung wieder an Fahrt zu gewinnen,
dann wieder etwas runter um vor den Zahlen den grossen Zock wieder zu generieren.
Diesmal bin ich jedenfalls nicht mehr reingefallen, bin bei 2,60 EUR raus, auch wenn mit Verlust. Steige bei 2$ wieder ein und warte wieder kurz vor den zahlen.
Immer wieder die Gewinnen zwischendurch mitnehmen und das Spiel spielen!  

Egal aus welchem Grund er keinen nennt, ich kann mir nur vorstellen,  dass eben noch nichts endgültig vertraglich fixiert ist,  und der ceo den Kurs mit solchen vagen Angaben den Kurs stabil halten will...., falsche Taktik.  Einfach die fresse halten und nach dem Zahlen raushauen.  Falsche Strategie.  

Zahlenmaterial seit 2013 zum Vergleich:
2013 Fourth Quarter and Year-End Results:
-------------------------------------------------
Net loss for the fourth quarter and year ended 2013 was $28.9 million, or $0.28 per share on a basic and diluted basis, and $62.8 million, or $0.82 per share on a basic and diluted basis, respectively. Included in the net loss for the fourth quarter and year ended 2013 were charges related to the change in fair value of previously issued common stock warrants of $20.9 million and $37.1 million, respectively. Excluding these items from both periods, adjusted net loss for the fourth quarter and year ended 2013 was $8.0 million, or $0.08 per share on a basic and diluted basis, and $25.7 million, or $0.34 per share on a basic and diluted basis, respectively.

2014 Fourth Quarter and Year-End Results:
-------------------------------------------------
Net loss attributable to common shareholders for the fourth quarter and year ended 2014 was $7.2 million, or $0.04 per share on a basic and diluted basis, and $88.6 million, or $0.56 per share on a basic and diluted basis, respectively. Included in the net loss for the fourth quarter of 2014 was a benefit related to the change in the fair value of previously issued common stock warrants of $6.1 million. Included in the year ended 2014 were charges related to the change in fair value of previously issued common stock warrants of $52.3 million and a $2.4 million charge related to the So roof litigation. Excluding these items from both periods, adjusted net loss for the fourth quarter and year ended 2014 was $13.3 million, or $0.08 per share on a basic and diluted basis, and $38.8 million, or $0.24 per basic and diluted share.

First Quarter 2015:
----------------------
Net loss attributable to common shareholders for the first quarter of 2015 was $11.1 million, or $0.06 per share on a basic and diluted basis. Included in the net loss for the first quarter of 2015 was a gain of $1.7 million related to the change in fair value of common stock warrant liability. Excluding this gain, adjusted net loss for the first quarter 2015 was $12.8 million or $0.07 per share on a basic and diluted basis.

Second Quarter 2015:
--------------------------
Net loss attributable to common shareholders for the second quarter of 2015 was $9.3 million, or $0.05 per share on a diluted basis. Included in the net loss for the second quarter of 2015 was a gain of $0.7 million related to the change in fair value of common stock warrant liability. Excluding this gain, adjusted net loss for the second quarter 2015 was $9.9 million or $0.06 per share on diluted basis.

Third Quarter Result 2015
Net loss attributable to common shareholders for the third quarter of 2015 was $10.2 million, or $0.06 per share on a diluted basis. Included in the net loss for the third quarter of 2015 was a gain of $2.2 million related to the change in fair value of common stock warrant liability, a net loss on acquisition related transactions of $0.1 million, and varied acquisition and startup costs of $0.9 million associated with completing the HyPulsion transaction. Excluding these amounts, adjusted net loss for the third quarter 2015 was $11.4 million or $0.06 per share on diluted basis.
 

wie oberflächlich hier argumentiert und dokumentiert wird.

Niemand hat die Orginalzahlen hier eingetellt. Warum nicht?

Hier der 8kReort der SEC:

http://www.sec.gov/Archives/edgar/data/1093691/...37/newsrelease.htm.

und jetzt bitte präzise Analysen.

Ich kommentiere erst einmal gar nichts, weil mir das ganze Niveau nicht passt.  

Das Niveau passt nicht!?
Da gebe ich dir recht. Börse heißt Zukunft, vor allem für PLUG.
Wenn dann unser Andy nicht in der Lage ist, entsprechend zu agieren, entspricht das nicht dem von der Börse erwartetem Niveau.
Und übrigens: Der Kurs bildet sehr oft das Niveau des CEO ab.
Ende der Kommentierung.  

Plug Power Announces 2015 Third Quarter Results

Company Performance in Line with 2015 Guidance


LATHAM, N.Y., Nov. 9, 2015 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ:PLUG), a leader in providing clean, reliable energy solutions, today reports its 2015 third quarter results.

In the third quarter of 2015, Plug Power took major steps to achieve its 2015 objectives. The Company recorded revenue of $31.4 million and bookings that exceeded $50 million. The Company recognized revenue for more than 1,200 units in the third quarter, and now has more than 9,000 units in the field. Company performance is in line with guidance for the full year that was set forth in January 2015, which included:
2015 Goal: Achieve revenue of more than $100 million
Current Status through 9/30: $65 million in revenue

2015 Goal: Realize bookings of more than $200 million
Current Status through 9/30: $166 million in bookings – 83% towards goal

2015 Goal: Install 15 GenFuel hydrogen storage and dispensing systems
Current Status through 9/30: 12 GenFuel systems complete, 6 in progress

2015 Goal: Achieve GenDrive gross margins over 25% by the fourth quarter
Current Status through 9/30: Ahead of schedule at 17%

2015 Goal: Book six new customers
Current Status through 9/30: Booked five new customers, with sixth expected in the coming weeks

2015 Goal: Continue to make progress in the hydrogen business
Current Status through 9/30: Successful development of systems that allow small-site adoption

"In January, I clearly stated the goals that Plug Power intended to achieve in 2015," said Andy Marsh, CEO of Plug Power. "I also outlined the timeframes in which we expected to achieve them. I am pleased with Plug Power's execution in the business, and the fact that we have stayed on track and are on pace to achieve the goals and milestones laid out at the beginning of the year. Additionally, in the fourth quarter, we are on track for a third straight quarter of record revenues, a strong indicator of the attractiveness of Plug Power's offering."

Financial Results

Total revenue for the third quarter of 2015 was $31.4 million, comprised of $18.0 million in product revenue, $13.4 million in service revenue and $10,000 in research and development (R&D) contract revenue. This compares to total revenue of $19.9 million in the third quarter of 2014, which was comprised of $12.6 million in product revenue, $6.9 million in service revenue and $0.4 million in R&D contract revenue. Total revenue represents a year-over-year increase of 58.1 percent, driven by more GenDrive units sold, hydrogen infrastructure installation sales associated with seven sites in service revenues in 2015 (only three comparable sales in third quarter of 2014), and increased GenCare service revenues.

The Company recognized revenue for 1,221 GenDrive units in the third quarter of 2015 compared to 835 GenDrive units recognized in revenue in the third quarter of 2014.

In regard to GenCare services, the Company had approximately 8,115 GenDrive units and 22 hydrogen infrastructure sites under service contracts as of September 30, 2015, as compared to approximately 6,000 GenDrive units and only four hydrogen infrastructure sites under service contracts as of September 30, 2014.

In regard to GenFuel contracts where the Company provides hydrogen fuel to customers as part of their GenKey offering, the Company had 22 customers under contract contributing revenue in the third quarter of 2015, as compared to only four customers under contract in the third quarter of 2014.

Total cost of revenue for the third quarter of 2015 was $31.4 million, comprised of $15.1 million of cost of product revenue, $16.2 million in cost of service revenue and $10,000 in cost of R&D contract revenue. This compares to total cost of revenue of $21.0 million in the third quarter of 2014, which was comprised of $11.1 million in cost of product revenue, $9.2 million in cost of service revenue and $0.7 million of cost of R&D contract revenue. Year-over-year, this reflects continued substantial margin improvement in all business lines, with a total gross margin of break even for the third quarter of 2015 versus a total gross margin loss of 5 percent for the comparable period in 2014. The improvement stems from leverage of higher volume and continued cost downs.

Total administrative costs (including research and development and selling and general administrative) for the third quarter of 2015 were $12.3 million, as compared to total administrative costs of $7.2 million for the third quarter of 2014. The increased costs stem from incremental investments in sales and varied business functions to support continued growth in addition to multiple investments in product design and performance enhancement programs.

Net loss attributable to common shareholders for the third quarter of 2015 was $10.2 million, or $0.06 per share on a diluted basis. Included in the net loss for the third quarter of 2015 was a gain of $2.2 million related to the change in fair value of common stock warrant liability, a net loss on acquisition related transactions of $0.1 million, and varied acquisition and startup costs of $0.9 million associated with completing the HyPulsion transaction. Excluding these amounts, adjusted net loss for the third quarter 2015 was $11.4 million or $0.06 per share on diluted basis.

Please see the tables at the end of this press release for a reconciliation of net loss to adjusted net loss.

Cash and Liquidity

Net cash used in operating activities for the third quarter 2015 was $13.0 million which stems from the ongoing investment in our increased commercial activity, as well as incremental investment in working capital given the inventory build activity for fourth quarter programs. Plug Power had cash, cash equivalents and restricted cash of $115.2 million and net working capital of $110.0 million at September 30, 2015.

 

oder jobs bei apple....

wir haben eine wurst als ceo  

Kleine Ergänzug:
Also, über 6.000.000 gehandelt, bei einem Kurs von minus 16 %.
Da hat PLUG den Shorties wieder eine super Steilvorlage geliefert.
Und dies nicht zum ersten Mal.
 

da war im vorfeld schon so viel an erwartung im kurs und heute wurden die erwartungen mal wieder nicht erfüllt. börse freut sichj über positive überraschungen, leider wird da nichts geliefert. schade, bin auch enttäuscht von den zahlen...was soll noch passieren das da endlich mal ne schwarze null steht oder ein minigewinn hängen bleibt. wenn so im vorfeld getrommelt wird und dann sowas geliefert wird, klar das wir heute so ein debakel sehen !  

Des calls hat Andy wohl gesagt das er nach Nord Europa aufbricht um mit einem groß Kunden alles klar zu machen.

Ikea!!
Na ich bin mal gespannt ob der das hin bekommt.  

IKEA ist deine Vermutung. Mehr nicht. So entstehen Gerüchte....Großer Kunde... und er bricht auf.... klar, daß ist nicht mehr wert wie der morgige Wetterbericht....  :-)  

Ist es nur eine Vermutung.
Wollte nur davon berichten, da manche Leute hier nicht die Möglichkeit hatten den call zu hören !!
Aber wie immer wenn es zu den Zahlen kommt, kommen so Möchtegern Experten hierhin und meinen denen die schon lange Plug verfolgen Tips zu geben.
Ihr seid so lustig...  

Und bullenjagd und nicht jagt..
Du Experte...  

Ich seit ca. einer Woche. Bin hier also kein "Experte". Ist n Fakt. Fakt ist auch, dass ich auf Grund der Promotion von ShareDeals hier sehr vorsichtig bin. Und ich hatte Recht. Die Enttäuschung vom Kurs liegt bei dir. Als zukunftsorientierter Anleger geb ich euch allen Recht. Hier geht was in den nächsten Jahren. Doch der Einstieg ist halt ne Kunst für sich. Es gibt Tage, da verliert man und es gibt Tage, da gewinnen die Anderen. Das Glas ist halb voll. ;-)  

ist die Viper scharfsinnig ;-)...


Phrasenjongleure in der Peripherie  

Bis zu den nächsten zahlen...